Eric KordikSmith
Grimes,IA
Summary
Underwriter with proven history of specialty service and exceeding standards. Consistently acquiring new skills and leadership experience. Pursuing new roles in growing knowledge related to business needs. Passionate about learning new material quickly to enhance productivity.
Professional representative with robust experience and strong commitment to delivering exceptional results. Effective at collaborating within teams and adapting to changing needs to ensure reliability and success. Skilled in communication, problem-solving, and customer relations, with focus on achieving impactful outcomes. Valued for proactive approach, integrity, and ability to build lasting professional relationships.
Experienced with managing client relationships and addressing customer concerns efficiently. Utilizes effective communication and problem-solving skills to resolve issues promptly. Strong understanding of customer service principles and maintaining high satisfaction levels.
Overview
9
9
years of professional experience
Work History
Escalations Representative
Wells Fargo
West Des Moines, IA
05.2025 - Current
- Developed strong customer relationships through effective communication and problem resolution.
- Implemented process improvements to enhance operational efficiency and service delivery.
- Trained and mentored junior representatives to ensure compliance with company standards.
- Analyzed customer feedback to identify trends and recommend actionable solutions.
- Led initiatives to enhance customer satisfaction scores through targeted engagement strategies.
- Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
Youth Counselor
Woodward Academy
Woodward, IA
01.2025 - 05.2025
- Facilitated individual and group counseling sessions to address emotional and behavioral challenges.
- Developed and implemented engaging educational activities to promote social skills and personal development.
- Collaborated with families and staff to create personalized support plans for at-risk youth.
- Monitored student progress, providing feedback and adjusting strategies to meet evolving needs.
- Advocated for youth in crisis situations, connecting them with appropriate resources and support services.
- Assisted youth in developing problem-solving and communication skills to support stress management.
- Supervised youth in engaging environment to promote security and safety for all ages.
- Coached youth in conflict resolution skills, reducing incidents of aggression and improving peer relationships.
Underwriter/MLO/HMDA Coordinator
Performance Equity Partners
Tinley Park, Illinois
01.2023 - 07.2024
- Managed pipeline of business owners and their clients building business and relations
- Daily communications liaison between internal and external clients
- Updated balance sheets monthly
- Consistently surpassed set goals each month for closing loans
- Recognized for outstanding client relations
- Effectively coordinated HMDA filing, monitoring information to CFPB
- Created innovative formatting for quarterly app documentation and retention of new business
Mortgage Processor
Wells Fargo
Lombard, Illinois
06.2020 - 01.2023
- Verified clients’ documents through the pre-approval process
- Reviewed clients’ banking, legal, insurance, tax, and property documents throughout the entirety of their loan
- Managed a pipeline of new and existing clients with successful loan transactions
- Daily communication to update clients, sales consultants, and underwriters on the process of their loans
- Coordinated with title companies to ensure client’s documents were up to date and accurate
- Utilized expert analysis skills to disseminate customers documentation and qualifications
- Consistently surpassed set goals every month for closing loans
- Recognized for outstanding client relations throughout the duration of their loans
Home Equity Portfolio Management
Wells Fargo
West Des Moines, Iowa
09.2016 - 06.2020
- Trained to have crucial conversations with customers and business affiliates
- Mentor to eleven new hire classes
- Brought in as a subject matter expert to help communicate changes in systems between specialty phone teams and leadership
- Promoted four times to a higher skill level
- Recognized for exceptional customer loyalty across multiple business lines
- Facilitated collaborative meetings to ensure teams agreed on set procedures
Education
High School Diploma -
Des Moines Area Community College
Ankeny, IA05-2027
Skills
- Customer support
- Goal-oriented mindset
- Customer relations
- Data entry proficiency
- Client relationship building
- Records management
- Paperwork processing
- Technical troubleshooting
- Performance improvement
- Performance tracking
- Cross-functional team development
- Business development
- Sales expertise
- [Product or service] expertise
Timeline
Escalations Representative
Wells Fargo
05.2025 - Current
Youth Counselor
Woodward Academy
01.2025 - 05.2025
Underwriter/MLO/HMDA Coordinator
Performance Equity Partners
01.2023 - 07.2024
Mortgage Processor
Wells Fargo
06.2020 - 01.2023
Home Equity Portfolio Management
Wells Fargo
09.2016 - 06.2020
High School Diploma -
Des Moines Area Community College